7.1 Reassigning Reports

This enables you to reassign the report or reports to other users. You can reassign reports only if the reports are in the following statuses and based on your privilege.

Statuses in which Reports table explains the statuses in which you can reassign a report to another user.

Table 7-1 Statuses in which Reports can be reassigned

  ReassignedReport
Status Analyst1 Analyst2 Supervisor
Open Yes Yes Yes
Reopened Yes Yes Yes
Requestedfor Approval No Yes Yes
Rework Yes Yes Yes
Rejectedfrom E-File Yes Yes Yes
To reassign a report, follow these steps:
  1. On the Reports Details page, click Reassign. The Reassign window is displayed.
  2. Enter the comments in the Comments box.

    Note:

    In the Comments box of the Request for Approval window, you can enter a maximum of 255 characters.
  3. Click Save. A confirmation message is displayed.